How HAPP digitized sales enablement

HAPP has grown from a family-owned business into one of Hungary’s top 20 logistics and freight forwarding companies. As the company expanded, it became clear that further growth required a more structured and system-supported approach to sales. This is when they partnered with evoCRM’s process automation experts.

The numbers speak for themselves: more than 170 vehicles, 270 employees, 40,000 m² of warehouse capacity, and annual revenue of HUF 13.5 billion. With a 98% accuracy rate, HAPP is a well-oiled operation—but this story is not only about growth. It is also about adapting a 30-year-old business to the demands of the digital era.

When you have data, but lack visibility

For years, HAPP has relied on the TRANSORG ERP system, which provides full visibility into operational data: fleet movements, fuel consumption, revenue, and more. Every key operational detail is tracked and stored.
However, one critical area remained less transparent: sales.
In a company of this scale, it became increasingly difficult to get a clear, up-to-date view of:
  • how many tenders were in progress,
  • where each customer stood in the sales process,
  • and how much capacity remained within framework agreements.

HAPP’s sales model is built on three distinct channels:
  • Tenders – long sales cycles, multiple decision-makers, complex preparation
  • Ad hoc quotations – fast turnaround, often within 24 hours, with tailored pricing
  • Annual framework agreements – strategic partnerships requiring continuous monitoring
Managing these felt like running three different companies in parallel—each in separate spreadsheets.

The Decision: Salesforce

In 2025, HAPP’s leadership decided to gain better control and visibility over their sales activities. They chose evoCRM as their implementation partner.
“We didn’t choose Salesforce because it’s trendy,” said Gergely Kiss, Commercial Director at HAPP.
“We were looking for a future-proof platform that supports field work via mobile apps and can scale with our growth. We used the standard system for two years, which helped us understand where it didn’t fully match our industry needs. After a five-vendor tender process, we selected evoCRM to customize the system.
What made the difference was their ability to translate our logistics processes into practical, technology-driven solutions. They didn’t just execute—they challenged inefficient ideas and helped us build a solution aligned with our vision. Importantly, the project was delivered within budget, which is far from guaranteed in software development.”

The implementation was successfully completed within a few months. The existing ERP remained the backbone of operations, while Salesforce added a new layer for managing and controlling sales activities.

What changed with the new system?

1. Clearer sales processes

With Salesforce, management now has real-time visibility into:
  • active tenders,
  • pipeline value,
  • and individual sales activities.
All three sales channels are managed within one system—while preserving their unique characteristics.

2. Fully trackable sales activities

HAPP operates a complex sales organization. Today, every customer interaction is documented:
  • meetings
  • calls
  • emails
  • quotations
If a colleague is unavailable, others can instantly pick up the relationship without disruption. It also provides clear insight into what works—and what doesn’t.

3. Better forecasting, fewer lost opportunities

Improved transparency enables more accurate revenue forecasting.
The system also flags opportunities that remain too long in the negotiation phase—reducing the risk of lost deals.

Key takeaway:

HAPP’s case is particularly interesting because this was not a company starting from scratch. They already had:
  • a functioning ERP system,
  • structured processes,
  • and a large volume of data.
However, to improve efficiency and drive growth, they needed:
  • better evaluation of sales performance,
  • the right data available to the right people,
  • and real-time visibility.

“We don’t claim Salesforce performed a miracle,” said Dávid Telek, Head of Salesforce at evoCRM.
“The real step forward was HAPP’s decision to improve their sales operations. Salesforce was simply the tool—but the best possible one for the job.”

HAPP is now moving forward with the next phase: further automation and advanced pipeline analytics.

HAPP at a glance

  • Founded: 1991
  • Fleet: 170+ vehicles
  • Employees: 270
  • Revenue: HUF 13.5 billion
  • Warehouse capacity: 40,000 m²
  • Recognition: BÉT50, Top 20 Hungarian logistics companies
  • Salesforce implementation: 2023

Why was the project successful?

1. Clear objectives
HAPP had a precise goal: improve sales transparency.
2. Integration with existing systems
Salesforce was seamlessly integrated with the TRANSORG ERP, enabling complex reporting.
3. Strong leadership involvement
The Commercial Director actively supported and uses the system.
4. Phased implementation
The rollout was iterative—starting with standard features, followed by advanced integrations.
5. Local expertise
Working with a Hungarian Salesforce partner (evoCRM) ensured fast response times and strong cultural alignment.